# Johnson Motor Sales, INC. 401(k) Plan
Source: https://planprovider.pro/companies/johnson-motor-sales-inc-401k-plan

> Johnson Motor Sales, INC.&#39;s 401(k) plan: 199 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Johnson Motor Sales, INC.

- **Sponsor EIN:** 390379660

- **Sponsor Address:** 620 DEERE DRIVE, NEW RICHMOND, WI, 54017

- **Plan Type:** 401(k)

- **Total Participants:** 199

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|199|$6.7M|$72,775|$585,824|

| 2023|174|$6.0M|$66,067|$531,544|

| 2022|214|$5.0M|$75,945|$565,151|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RAYMOND JAMES|INVESTMENT ADVISOR|$21,679|—|$21,679|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$14,965|—|$14,965|

| WOODWARD & ASSOCIATES, INC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WOODWARD & ASSOCIATES, INC](https://planprovider.pro/provider/woodward-and-associates-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,644

- **Estimated Expense Ratio:** 0.547% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$35,431|$21,679|—|—|—|

| 2023|$30,547|$18,449|—|—|—|

| 2022|$30,481|$17,883|$12,598|—|—|

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